With over 30 years in finance and equipped with both a BSBA and an MBA in Finance from the University of Denver, I am not just an Accredited Investment Fiduciary® (AIF®) and Investment Advisor Representative—I’m also a passionate advocate for financial empowerment. In 2018 I was selected as one of Investopedia's Top 100 Advisors in the country. My insights have appeared online and in print (Forbes, NASDAQ.com, the Boston Herald) and I have been featured twice on the acclaimed Smart Money Circle podcast. My mission? To guide people through financial transitions with empathy and expertise, covering everything from tax mitigation strategies to comprehensive retirement planning. I have a special passion for working with women, who have historically been disadvantaged in the financial world. However, my dedication extends to empowering a diverse range of clients, including young high-earning professionals, late-career executives, and mid-career families, to reach their financial goals with precision and care. Beyond my professional endeavors, I am committed to community safety and improvement. I serve as a dedicated leader with youth Venturing Crews and have experience as a former Reserve Deputy Sheriff. In my free time, I enjoy the great outdoors—gardening, hiking, camping, fishing, and target shooting. My role as a nationally certified firearms instructor underscores my commitment to discipline, responsibility, and education—qualities I bring to my financial advisory practice. In a world where wealth isn’t just about earning but more about retaining, my motto rings true: “It’s not how much you MAKE that matters; it’s how much you KEEP of what you make!” Let’s embark on your financial journey together!